See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,459 | $51,638+79.1% | $68,368+35.2% | $82,448+12.1% |
| Participation rate | 68.8% | 63.6%+5.1pp | 73.8%-5.0pp | 68.1%+0.7pp |
| Annual return | 18.02% | 37.53%-19.5pp | 292.57%-274.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,772 | $2,047-13.4% | $2,649-33.1% | $2,551-30.5% |
| Participant deferral / active EE | $5,497 | $2,914+88.7% | $4,123+33.3% | $4,139+32.8% |
| Admin fee / account holder | $1,384 | $4,643-70.2% | $5,150-73.1% | $7,234-80.9% |